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You’ve heard the tale of the tortoise and the hare – the two critters who taught us “steady progress wins the race.” Their lesson isn’t exclusive to childhood stories; it’s also relevant to building and protecting wealth.
We’re not going to start referring to ourselves as “the tortoises of the wealth management world,” though when it comes to market cycles, we’ve been around the track a few times. However, the story is a metaphor that reflects both our team’s history and approach to managing our clients’ wealth. Geoff Pearlstein founded Pearlstein Wealth of RBC Dominion Securities in 1985 with a lofty goal: provide clients, at each stage of life, with expert advice and steady progress towards their wealth goals. And, when Michael Pearlstein – Geoff’s son and an accomplished wealth expert – joined the team in 2013, we merged the tools of today with sage experience and perseverance.
As a team, we take great pride in rolling up our sleeves to make steady progress towards your dreams. And we do this several ways:
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Early this year, the term “American Exceptionalism” was widely referred to by the media and was credited for the continued outperformance of the US stock market as compared to the rest of the world.
As we are all aware, there will likely be a Canadian Federal election held this spring. With Justin Trudeau stepping down, and the Conservatives expected to win a majority government, we anticipate quite a few changes in the second half of 2025.
The US economy continues to remain strong. In September, the US economy added 254,000 jobs – much more than the 150,000 expected.
In the US, much of the year-to-date gains have been concentrated in a handful of companies. Six stocks have accounted for 60% of the gains throughout the first half of the year.
